See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,424 | $142,344+118.8% | $119,609+160.4% | $134,475+131.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -5.96% | -12.44%+6.5pp | -14.97%+9.0pp | 417.96%-423.9pp |
| Employer contribution / active EE | $9,332 | $5,222+78.7% | $4,232+120.5% | $4,740+96.9% |
| Participant deferral / active EE | $9,067 | $6,469+40.2% | $5,602+61.9% | $6,400+41.7% |
| Admin fee / account holder | $15,160 | $13,584+11.6% | $10,323+46.9% | $11,426+32.7% |